Managing media monitoring

Media monitoring for third-party adverse media or negative news is ongoing. You can identify how often media monitoring searches and screenings are performed. You can also control both the specificity and frequency of these searches. A broader search with more frequent screenings will result in more frequent alerts.

The Media Monitor The Media Monitor screens for adverse news relevant to compliance concerns. UI offers faster performance, greater control, and improved accuracy. Historical data loads significantly faster in the UI, eliminating long wait times. Key features include daily frequency options, pause or activate functionality, and editable rules. The setup process is streamlined to prevent duplicate names and conflicting filters while refined relevancy Relevancy is determined by how closely and how frequently the searched company or person name appears next to terms like conviction, bribery, fraud, and so on. The closer and more frequently that happens, the more relevant the results. settings enhance result accuracy. This documentation provides a comprehensive overview of the platform's capabilities along with detailed configuration and usage instructions.

Filters are created and configured to define how screenings are executed. All filters are displayed in a widget form A form is a questionnaire to gather information., including the following details and actions:

• Last run schedule

• Associated third parties

• Next run schedule

• Screened more than once

• Frequency

• Edit filter

• Delete filter

• Activate or pause filters

To create and manage filters for the media monitoring, perform the follow actions:

1. Create a filter.

   1. Go to Settings > Content Control > Media Monitor and then select Add Filter.

   2. In the Basic Settings section, enter the relevant information in the fields.
      

      Field A field is a way to input information, often a question.	Description
      Filter Name	Enter a unique filter name. Note Enter a unique name with a maximum of 70 characters to avoid duplicates.
      Screen data since	Select the screening date using the calendar icon. The filter displays a default date which is 24 months behind current date. However, you can choose any start point up to 30 years ago to define a custom start period.
      Refinement	Use specific keywords to screen data effectively. This gives you greater control and accuracy in your filter criteria. This field is an optional additional filter for your search results. It narrows the result set and does not affect the hit count. The Refinement field follows the same search logic as the main search term (typically an entity name). However, you need not use words similar to adverse keywords or the main search terms, as these are not considered for scoring. Tip You may enter any term you reasonably expect to appear in relevant articles. For example, an affiliated company, individual, country, or topic. This helps limit results to content that matches both the main search and the refinement criteria.
      Minimum Relevance Threshold (%)	Set your desired relevancy threshold score for the adverse media relevant to your compliance priorities (65% or higher is recommended). The filter displays 90% as default relevancy value which can be changed. The system displays a warning when the threshold is set below 75%. Tip A higher relevancy threshold results in more accurate matches and fewer false positives. Stronger thresholds help improve the overall quality of results.
      Subject > Official Company Name or Alternate Trade Name	You can choose to screen against the official name, the alternate trade name, or both. By default, the system screens using the official name. If both options are deselected, the system only screens against manually added associated names. This feature provides greater flexibility in managing how name matching is handled during the screening process.

   3. Select Next.

2. Choose the third-party type, categories, and risk tiers Map risk scores for a third party to a recommended scope of due diligence. For example, high may require enhanced due diligence and low may require only internal review. See Risk Score..

   1. In the 3p type/categories and Risk Tier section, select or clear the relevant checkboxes based on the requirements and then select Next.

   • The system maintains uniqueness of filter configurations based on Risk Tier, Type The type of third party, for example, Channel Partner, Vendor, Supplier, or DO NOT ENGAGE., and Category combinations. If a selected combination is already used in another system or another filter within the same client, the checkboxes are highlighted in blue as a warning prompt. On selecting the checkboxes, the system displays a warning message if there is an overlap: Highlighted options are currently active in another filter. If selected here, they will be removed from the original filter to avoid duplication.

   • If a user proceeds and selects a configuration already in use:

     • The current filter retains the new configuration.

     • The same configuration will be automatically removed from any other filters that previously had it.

       This ensures the latest selected configuration takes precedence.

   • The system supports multiple selection mechanisms:

     • Select all categories together.

     • Select all risk tiers for a specific category.

     • Select specific risk tiers across multiple categories.

   • Configuration example:

     • If all combinations are already used in other filters.

     • The user must unselect those and choose a unique one.

     • After a valid (unused) combination is selected, the user can proceed.

     • The third-party screenings always run. However, only duplicate filter settings can be adjusted.

3. Define screening frequency.

   1. In the Frequency section, define the frequency for the filter. Choose either of the radio button for option Would you like to screen more than once?.
      

   Option	Description
   No - run one time when a new third party is added	Select this option if you want the system to screen the data only when a third party is initially added.
   Yes - run when a company is added, and then on a regular schedule	Select a screening frequency (Daily, Weekly, Monthly, Quarterly, Biannually, or Yearly) to monitor data consistently. Note Reach out to your customer success representative if Daily option under frequency is not visible.
   Replace results to match filter changes	Overwrites old results. By selecting this option, the new results will replace the previous ones. Adds to old results. By leaving this option unselected, the new results will be added on top of the existing ones, retaining the old results. In either case Assigned to a third party profile related to a questionnaire sent for response, due diligence investigation, or other action., the results correspond to the updated filter criteria.

   2. Select Next.
      

4. Review the filter.

   In the Summary section, preview the filter settings and then save your changes.

   Note

   The last run will be empty or null because the filter is newly created.

5. Manage filters.

   1. Activate or pause a filter using the toggle button.

   2. Edit a filter at any time.

   3. Delete a filter.

      Caution

      Deleting a filter will permanently remove its data from the system. To prevent accidental loss, you may choose to pause at the confirmation pop-up. If you’re certain, select Delete to proceed.

Track data in audit logs

A dedicated Date Added column records when an article is received from our internal database (ID), enabling effective tracking of content timelines. To keep the data current, a scheduled daily sync fetches updates from the ID, capturing only the delta (new or modified data) since the last update. This ensures the local database remains up-to-date without redundant data retrieval.